Review campaign outcomes in one monthly recap
Bring campaign results, observations, and follow-up ideas into a single document for your next planning cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Campaign learnings are easy to lose when results and observations remain scattered instead of becoming a usable recap.
- Keep campaign outcomes and observations together.
- Make follow-up ideas easier to carry into the next planning cycle.
- Reduce manual report assembly at month end.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a monthly campaign recap from campaign results and notes available to it, calling out unavailable metrics.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real campaign's results and notes and review the output.
Questions about this workflow
Will Notis fetch campaign metrics from Agile CRM?
No campaign retrieval action is listed. Make the results and notes available to the automation; missing metrics should be identified rather than assumed.
Can the recap explain why a campaign performed a certain way?
It can summarize supplied observations, but causal explanations require evidence in the provided information.
Can I use the recap to plan the next campaign?
Yes. Include the planning questions or desired follow-up section in the automation instruction and template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Documint. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agile CRM and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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